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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Bixby Farrell is a financial advisor with Commonwealth Financial Network, and has been in the industry since May 26, 2009. John is based in Waltham, MA and has been registered with Commonwealth Financial Network since June 8, 2015. Prior to Commonwealth Financial Network, John was with TD Ameritrade, Inc., and Securian Financial Services, Inc. John holds the Series 7, Series 66, Series 24, Series 52TO, and Series 53 licenses. John's specialties include retirement planning, college savings, and estate planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
06/08/2015 - Present
Commonwealth Financial Network (WALTHAM MA)
MA
01/27/2010 - 06/08/2015
TD AMERITRADE, INC. (BOSTON MA)
VA
09/10/2008 - 05/12/2009
SECURIAN FINANCIAL SERVICES, INC. (MIDLOTHIAN VA)
BOTH
Issued 09/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/12/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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